DFX Intelligence
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Firm absorbed
5 advisors left E••••• P•••••••• I••• for W••••• E••••••••• A••••••• S•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alexander Gangl | Novato, Ca | Apr 28, 2023 | Apr 3, 2023 |
| David Wootton | Novato, Ca | Apr 28, 2023 | Apr 3, 2023 |
| Jason Zahorenko | Novato, Ca | Apr 28, 2023 | Apr 3, 2023 |
| Lachlan Mor Maclean | Novato, Ca | Apr 28, 2023 | Apr 3, 2023 |
| Thomas Jeffrey Troutner | Novato, Ca | Apr 28, 2023 | Apr 3, 2023 |
The rule
- Registrations ended
- Apr 28, 2023
- Registered next
- Apr 3, 2023
- Branch state
- CA
- Cities
- 1, most in Novato, Ca
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape